Day-To-Day Oversight Of Your Investments

Tailored To Your Situation And Needs

Investment Management is the second key to creating a worry-free retirement. Your investment portfolio should be tailored to your needs and objectives as outlined in your financial plan.  Many factors figure into your investment strategy including age, life-expectancy, risk tolerance, net-worth, current and retirement income, family, lifestyle, and your goals and dreams.  

At Packard Advisory, we listen to what you want to accomplish, and tailor an investment package to best accomplish your goals.  With over 25 years of experience and our knowledge of the wide range of investment vehicles available, we will build an investment plan that is just right for you.

Investments recommended for your portfolio may include stocks, bonds, mutual funds, exchange traded funds, insurance products, and other investment products designed to provide a well-diversified portfolio maximizing growth and minimizing risk.  In addition, we have access to 3rd party money managers and other outside investments.  Each investment portfolio is constructed and serviced in-house providing you and your portfolio with the best and most accessible care possible.  

Our clients also enjoy what we call “Institutional Quality Implementation with Periodic Rebalancing.”  Institutional money management firms offer high quality investment research and portfolio management not normally available to individual investors.  They also provide greater diversity and lower transaction fees.  

Periodic Rebalancing means we “manage the managers” by rebalancing your portfolio within these carefully selected institutional firms.  This keeps your investments from getting off ballance as well as reducing unwanted risk.

We meet with you twice a year in person, and as often as you would like in-between on the phone, to discuss your portfolio and answer any questions. We’ll also meet with your family members and any other professional advisors on your team to help ensure transparent communication and integrity in implementing your goals.